Ladd Mckittrick is a financial advisor with LPL Financial who holds the Series 63 and Series 66 designations and has 28 years of industry experience. He has been with LPL Financial since 2009. Mckittrick operates a business under the name MCK Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Emily Story is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at firms including First Republic Investment Management, D.A. Davidson & Co., and Stifel. Prior to her financial career, she was employed by Nike Inc. and worked at Rex Putnam High School. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates as both a broker-dealer and investment adviser, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Justin Perry is a financial advisor with J.P. Morgan Securities in West Linn, Oregon. He holds a Series 66 designation and has four years of industry experience. Perry has worked at J.P. Morgan Securities since 2022 and has been with JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Hailey Percival is a CFP®-designated financial advisor with Edward Jones in Portland, OR, and has seven years of industry experience. She has been with Edward Jones since 2018, following seven years at Tektronix. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jesus Contreras is a financial advisor with Wells Fargo Clearing in Hillsboro, OR, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and concurrently at Wells Fargo Bank, N.A. since 2020. Prior to his financial services career, he held roles at The Daily Cafe in the Pearl, Atlantic Forest Products, Sherwood Lumber, and Pacific University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary while providing a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Gabriella Richard is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and 21 years of industry experience. She previously worked at Blue Water Wealth and Cambridge Investment Research, Inc. Outside of her advisory role, she has an interest in agriculture through a minority stake in Porkland Farms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Timothy Seamen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and six years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2016 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ella Crumley is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR. She holds the Series 66 designation and has been with Baird intermittently since 2023. Prior to her current role, she worked in education and retail. The DDK Group at Robert W. Baird & Co. provides wealth management services to individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management through a mix of in-house and third-party managers, including discretionary and non-discretionary strategies.

Ryan Swift is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2012. He has 12 years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening, qualitative research, and portfolio management systems to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Nicholas Markantonatos is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has held positions at Fidelity Investments since 2024. His prior work experience includes roles at Worldwide Express, Saint Peter's University, and United Parcel Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Edward Bogachuk is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Jefferies LLC, Intel, Boeing, and the University of Washington. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and systematic portfolio construction. The firm manages portfolios using a range of mutual funds, ETFs, and ETPs and is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Andrew Eckley is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2014. He is the owner of Andrew Eckley, P.C. and a partner in Project Discovery DBA Kruse Woods Financial Partners. Eckley is also a part-owner involved in managing a commercial property used by his practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans through comprehensive risk profiling and asset allocation analysis.

Charles Davee is a financial advisor at LPL Financial with 26 years of industry experience. He holds CFP®, Series 63, Series 65, and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation and Valic Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and various technology tools.

Stephanie Campbell is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she serves as a trustee for the Lynda Dinneen Living Trust and Kenneth Dinneen Irrevocable Trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Ryan Johnson is a financial advisor with LPL Financial in Portland, OR, holding a Series 65 credential and two years of industry experience. He has been with LPL Financial since 2023 and has operated AcCount Above since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Aaron Bean is a financial advisor at Cambridge Investment Research Advisors in Portland, OR, with four years of industry experience. He holds the Series 66 designation and previously worked at HawkSoft, Inc. and Intel, Inc. Outside of his advisory role, he volunteers with The Church of Jesus Christ of Latter-Day Saints. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through independent Financial Professionals. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services, providing tailored strategies through various custody platforms and both proprietary and third-party model solutions.

Alisha Langford is a financial advisor with Mass Mutual Investors Services in Portland, OR, holding a Series 66 credential and having seven years of industry experience. She has been with MML Investors Services since 2017 and with MassMutual since 2016. Outside of her advisory role, Langford is involved as the treasurer of The Estuary Center, an organization focused on creating inclusive communities for people experiencing autism, and serves on the board of Neurotherapeutic Pediatric Therapies. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using firm-approved analytical tools and a range of investment and planning programs.

Evie Manzon is the Branch Leader at Fidelity Investments, a role she has held since 2024. She leads a team of advisors focused on helping clients develop financial plans aimed at achieving their vision of success. Prior to this position, she held various roles at Fidelity Investments including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative from 2018 through 2024. Before joining Fidelity, Evie worked at FocusPoint Solutions where she served as Transition Services Manager and Relationship Manager between 2012 and 2018. She holds a California Insurance License. Outside of her professional career, Evie enjoys spending time with friends, attending social events, caring for pets, reading, and theater.

Tyson Allred is a financial advisor at LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses with 27 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 21 years and currently has roles at NW Priority Credit Union and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Logan Blunt is a financial advisor with LPL Financial in Oregon City, OR, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial in 2025, he worked in various roles including contract administration and accounts receivable specialist at Picon Pacheco LLC dba Andres Landscape. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.